Saving Your Records

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Type of Record


Property Records:
Mortgages, Title escrow instructions, insurance policy records, deeds, etc.

Family Papers:
Birth, marriage and death certificates, divorce and settlement papers, military discharge papers, adoption papers, school transcripts, and diplomas.

Health Records:
Copies of forms showing immunizations, hospital stays, operations.

Government Documents:
Social Security card, passport.

Estate Materials:
Wills, trusts, burial instructions

Tax Records:
Returns and supporting documents.

Holding Period


As long as you own the property plus several more years as proof of paid off loans.

Indefinitely

Indefinitely

Indefinitely

Indefinitely

Seven years (required by government)

Place to Store


Original in safe-deposit box; copies at home.

Safe-deposit box.

Home files.

Card in a safe place, stub in safe-deposit box.

Originals with lawyer; copies and inventory in safe-deposit box.

Home files.

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